Badgley Phelps Wealth Managers
BBAX icon

Badgley Phelps Wealth Managers’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.27M Sell
20,528
-125
-0.6% -$7.92K 0.02% 184
2026
Q2 		$1.24M Sell
20,653
-18,425
-47% -$1.13M 0.02% 190
2026
Q1 		$2.32M Sell
39,078
-209,439
-84% -$12.7M 0.05% 162
2025
Q4 		$14M Buy
248,517
+5,442
+2% +$306K 0.26% 94
2025
Q3 		$13.7M Sell
243,075
-398
-0.2% -$22.3K 0.29% 87
2025
Q2 		$13.3M Buy
243,473
+807
+0.3% +$41.3K 0.29% 92
2025
Q1 		$11.8M Sell
242,666
-2,106
-0.9% -$105K 0.29% 92
2024
Q4 		$11.9M Sell
244,772
-6,911
-3% -$356K 0.28% 96
2024
Q3 		$13.6M Buy
251,683
+6,746
+3% +$339K 0.32% 90
2024
Q2 		$11.9M Sell
244,937
-2,694
-1% -$130K 0.29% 92
2024
Q1 		$11.9M Buy
247,631
+42,763
+21% +$2.05M 0.3% 95
2023
Q4 		$10.1M Sell
204,868
-33,739
-14% -$1.55M 0.28% 94
2023
Q3 		$10.7M Buy
238,607
+27,671
+13% +$1.3M 0.37% 86
2023
Q2 		$10.1M Buy
210,936
+4,125
+2% +$202K 0.33% 89
2023
Q1 		$10.2M Buy
206,811
+21,832
+12% +$1.11M 0.37% 88
2022
Q4 		$9.05M Buy
184,979
+3,783
+2% +$175K 0.36% 93
2022
Q3 		$7.67M Buy
181,196
+24,437
+16% +$1.16M 0.33% 93
2022
Q2 		$7.48M Buy
156,759
+134,712
+611% +$6.95M 0.31% 92
2022
Q1 		$1.23M Buy
+22,047
New +$1.18M 0.04% 124

Other funds holding BBAX

Financial Management Professionals
Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return
Simon Quick Advisors
Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Nolet Wealth Management
Nolet Wealth Management Fort Worth, Texas $181M AUM 18.71% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
FSM Wealth Advisors
FSM Wealth Advisors Cleveland, Ohio $972M AUM 15.31% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
Waypoint Wealth Counsel
Waypoint Wealth Counsel Atlanta, Georgia $172M AUM 30.24% 1-Year Est. Return

Badgley Phelps Wealth Managers's BBAX Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 0.61% in Q3 2026, selling an estimated $7.92K and leaving 20,528 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #184.

Badgley Phelps Wealth Managers first reported a position in BBAX in Q1 2022 and has held it in 19 quarters since. The position peaked at $14M in Q4 2025. 46 funds tracked by Wall St. Rank hold BBAX as of Q3 2026.

  • Badgley Phelps Wealth Managers held 20,528 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $1.27M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 125 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q3 2026, an estimated $7.92K.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.02% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #184 holding.
  • Badgley Phelps Wealth Managers first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2022 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $14M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.